Betterment LLC’s Caterpillar CAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,528	Closed	-$1.64M	–	463
2024 Q4	$1.64M	Sell	4,528 -11	-0.2%	-$3.99K	﹤0.01%	216
2024 Q3	$1.78M	Buy	+4,539	New	+$1.78M	﹤0.01%	196